Getting Started

🧭 Your Guide to the Platform Manual

Whether you're just getting started or exploring advanced features, the Platform Manual is your go-to resource for navigating and mastering every aspect of the system. From setup to customization, everything you need is just a click away.

Start exploring:

• 🚀 QuickStart – Set up your environment in minutes with this easy-to-follow guide.

• 🔍 Discovery Space – Dive into key platform capabilities and explore what’s possible.

• 🛠️ Admin Panel – Manage users, settings, and system configurations with ease.

• 🔗Connect App – Integrate and extend your platform experience with our connection tools.

Use the Platform Manual as your roadmap to success!

⚙️ Platform Deployment Manual

Deploying your platform components has never been easier. The Platform Deployment Manual provides clear, step-by-step instructions to help you set up every part of your system efficiently and reliably.

Start with the component you need:

• 🖥️ Server Deployment – Learn how to deploy and configure the core platform server.

• 🔗 Connect App Deployment – Set up the Connect App to integrate seamlessly with your environment.

• 🗄️ Integration Database (IDB) Deployment – Deploy and manage the backend database for smooth data flow.

• 🤖 AI Server Deployment – Get your AI components up and running with this focused guide.

Use this manual as your technical foundation for a smooth and successful deployment process.

🧩 Enhance Your Platform with Additional Modules

Unlock even more value from your KYP.ai platform with powerful additional modules designed to extend functionality, improve insights, and streamline operations. Each module is purpose-built to support specific needs and use cases.

Explore what's available:

• 🤝 KYP.ai Concierge – Automate user support and streamline onboarding with a smart assistant.

• 💻 KYP.ai Hardware Metrics – Monitor and analyze hardware performance for optimized operations.

• 🗃️ KYP.ai Integration Database (IDB) – Enable seamless data consolidation and integration across systems.

• 📊 KYP.ai Power BI Integration – Connect your data to Power BI for rich, interactive visual analytics.

These modules help you tailor the platform to your organization’s goals—explore and activate them today!

🧭 Support Portal Guide

Your step-by-step guide to creating incidents and managing support cases in the KYP.ai Support Portal.

1️⃣ Introduction

This guide will help you:

• Access the Support Portal

• Create and manage incidents

• Communicate with the KYP.ai Support Team

• Reset or change your password

🔐 How to Access the Support Portal

Portal Link: https://support.kyp.ai/support/login

🔑 Account Activation

Before logging in, your account must be activated.

📧 To request activation, email support@kyp.ai with:

• Your full name

• The email address for receiving the activation link

Once verified, you'll receive an email titled "KYP.ai User Activation" with a link to set your password (you have 30 minutes to access the link, if you will not manage that: email support@kyp.ai).

📝 Account Setup

Clicking the activation link will take you to the setup screen:

• Enter your full name

• Create and confirm your password

• Click Activate and Log In

🔁Resetting or Changing Your Password

If you forget your password:

1. Go to the Support Portal login page

   

2. Click "Forgot your password?"
   

🖱️ Enter your registered email and click Reset My Password.
📬 You'll receive an email with a link to create a new password.

🛠️ Using the Support Portal

🚨 How to Create an Incident

1. Log into the Support Portal

2. Click Submit a ticket

   

📝 Fill out the form:

• Subject – short description of the issue

• Priority – select based on urgency

• Description – detailed explanation of the issue, including steps to reproduce it if possible

• 📎 Attach any relevant screenshots or files to support your case

📂Managing Existing Incidents

Once you've submitted a ticket, you can:

• View all your open incidents

• Communicate with the support team via comments

• Mark a ticket as Resolved once your issue is solved

⚠️Troubleshooting Login Issues

Check your local login to the KYP.ai platform. Make sure your KYP Connect App is active, and the icon is visible in the system tray.

💔 Still having trouble?

If you've followed the above steps but still face issues:

📨 Reach out to us via the portal: https://support.kyp.ai
📎 Don’t forget to attach zipped log files, if applicable.

🤝 Partner Knowledge Base

This dedicated space is your on-demand resource center for everything you need as a KYP.ai Partner. Explore helpful articles to support your customers with data-driven insights on their people, processes, and technology.

To view partner program or pricing information, please log in to the KYP.ai Partner Portal.

🧭 Access the Portal:
Access partner program details.

📘 What You’ll Find There:

• Step-by-step guides and FAQs

• Resources to help you deliver value to your customers

• Insights to empower strategic conversations

🆘 Don’t Have Access?

If you don’t have access yet, no problem!

Please reach out to: 📧 Your Partner Manager
or
📮 Email: partner@kyp.ai

We're here to make sure you have everything you need to succeed.

🔒 Privacy and Security Resources

Protecting your data and ensuring platform security are top priorities at KYP.ai. Our Privacy and Security articles offer clear guidance on how we safeguard information, manage compliance, and help you maintain a secure environment across all operations.

Privacy and Security Articles

Stay informed and secure—our resources are here to support your privacy and compliance journey.

🎓 Training & Certification!

Your gateway to mastering the KYP.ai platform. Our academy offers a range of courses designed to empower you with the skills and certifications necessary to leverage the full potential of KYP.ai.

🔐 Access the New Portal

If you already have an account: ➡️ Simply log in to the Training and Certification Portal using your existing credentials. Once logged in, you’ll have access to all training modules and certification programs in the KYP.ai Academy.

🆕 New to Our Programs?

No worries! If you haven’t registered yet, you can easily get started here: ➡️ New User Registration

Just follow the steps under the "Request Access" tab. You’ll receive an activation email to complete your account setup.

🏫 Welcome to the KYP.ai Academy

Inside the portal, head to the KYP.ai Academy section to explore:

• 📘 Training Modules – Self-paced or guided sessions

• 🏅 Certifications – Official credentials you can earn

• 🎥 Instructor-led Videos – Interactive learning options

Whether you're going solo or joining a live group session, you'll be able to easily navigate through available programs, enroll, and track your progress.

❓Need Help?

If you have questions or run into any issues while accessing the new portal, just reach out to your Customer Success Manager. We’re here to make your learning experience as smooth as possible.

Thanks for being part of the KYP.ai learning community. We’re excited to support your journey as you grow your knowledge and earn your certifications! 🚀